PrismaCue
Executive Leadership

Stop steering on anecdotes.  See what customers are actually saying.

PrismaCue rolls up deal coverage and gaps as a real number you can audit — per deal, per SE, per team — grounded in what your customers said on every call, not in what someone wrote in the CRM afterward.

The problem

The through-line across your deals  is invisible to leadership.

Patterns that should drive strategy — the constraints customers keep raising, the questions the field keeps skipping, the gaps between what was asked and what was answered — live in individual call recordings that no one has time to watch.

Strategy built on anecdotes

Decisions about product direction, competitive positioning, and market fit get made on whatever came up in last week's all-hands. The actual through-line — what customers are consistently saying across dozens of deals — is invisible.

Coverage is a feeling, not a number

When a board asks "how thoroughly are we qualifying this segment?" the honest answer is usually a gut read. Discovery quality lives in individual reps' heads; it doesn't aggregate.

The rollup is already stale

By the time deal summaries travel from field to CRM to leadership dashboard, they've been paraphrased twice and cherry-picked once. What leaders see is a reconstruction, not a record.

PrismaCue makes coverage a number you can audit, not an interpretation — rolled up from every workspace, traceable to the source.

How the live canvas works for leadership

Coverage rolls up as a number you can audit.  Not a narrative you have to trust.

Context flows in from calls, notes, docs, and Salesforce across your whole org. The canvas assembles the journey live — every card labelled with where it came from — and coverage and gaps roll up to leadership as a real number you can audit.

Capture across every deal

Context flows in from live calls, notes, CRM, and docs across every workspace in your org — speaker-attributed, verbatim, timestamped.

Canvas assembles live

Each card that lands on the canvas shows its fact-state: Said from a call, Sourced from docs, or AI-suggested and clearly marked dashed.

Coverage scores roll up

Coverage shows which discovery questions were answered and which weren't — a real number you can audit, drawn from what was actually said, not a model's opinion. A number you can interrogate.

A sourced view the whole org can trust

Leadership sees what customers actually said — not a paraphrased rollup — and can drill from an org-level pattern down to the verbatim moment it came from.

Org Coverage Dashboard · Q3 · illustrative
live
Deals with full discovery coverage
62 / 91 active
Audited from the calls — not estimated
Most common unanswered question
"Who owns the integration approval?"
Gap present in 29 of 91 deals
Cross-deal customer theme
Security review bottleneck raised in 41 deals
All Said — verbatim from calls
Workspace Rep Coverage Top gap
Meridian Corp — Q3 Expansion A. Park
91%
Tallo Health — Initial Discovery R. Chen
54%
Integration approval owner
Foundry Labs — POC Scoping S. Okafor
78%
Success criteria not captured
Coverage is counted from the answers cited on every call — a real number you can audit, not a model estimate. Drill into any row to see the verbatim Said cards.
Said — spoken on call Sourced — grounded in docs AI-suggested — you decide what ships
Leadership scenarios

Three moments where the canvas changes how leaders see.

The same live capture that helps the field build deliverables also gives leadership an auditable view of what's happening across every deal — without waiting for someone to summarise it.

QBR preparation

Rather than asking reps to compile highlights before the quarterly business review, a leader opens the org dashboard and sees coverage scores across every active workspace — which discovery questions are consistently answered, which are consistently skipped, and where the field is drifting from the approved playbook. Every data point traces to a real conversation, not a summary field.

Coverage across a segment

A VP of Sales wants to know how thoroughly a segment is being qualified. Instead of sending a survey to reps, they open the coverage rollup: which discovery questions are consistently answered and which are consistently skipped across every deal — a real number, per deal, per SE, per team. The gaps are either there or they aren't; the rollup doesn't paraphrase.

Coaching on coverage gaps

A sales leader reviewing a deal sees a coverage score and the exact questions that weren't answered. Rather than coaching on feel ("you need to dig deeper on security"), the conversation is grounded: "This deal has no Said card for the integration-approval constraint — that's what slipped the last two deals in this segment." Auditable, specific, grounded in what was said.

Ready to see it live?

See your org's coverage — auditable on a real call.

We run our own sales calls on PrismaCue. Request a demo and you'll see the canvas assembling live, the coverage score updating in real time, and a sourced view you could hand to a board — all before the call ends.

Every card in the demo is labelled:  SaidSourced, or  AI-suggested — so you know exactly what to trust.